Services We Offer

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

We charge a fee of up to £750 for mortgages and we will also be paid a commission from the lender. Or a fee of up to £1000 and we will refund any commission paid to you. The level of the charge will be dependent upon the amount of work involved.

What do we do?

We believe that professional financial advice can add significant value to our clients.

We offer two main services to our clients:

The first service is the wealth service, including Pensions and Investment

The second service we offer is the Insurance and Mortgage service

Our ultimate aim is to create long term relationships with our clients by investing time to fully understand their needs.

Research:

We will spend a lot of time analysing your goals, objectives and the research will include assessing your existing products:

Wealth

We will review the risk associated with your products

We will assess as to whether your current arrangements meet your needs and aspirations

We will review the tax efficiency of your existing arrangements

We will review the current fund choice and performance of your products.

We will assess the current charging structure of your wealth products.

Insurance and Mortgage

We will assess as to whether your current arrangements meet your needs and goals

We will review the cost effectiveness of your current arrangements: (Can we save you money)?

How to pay for our services:

Wealth Service:

Implementation of Advice Payment Options:

Investment Advice (Option 1) - Fee payable by cheque or from the product

Investment Advice (Option 2) - A combination of option 1 & 2

An exact quote will be produced by your adviser after assessing your individual needs and requirements.

Fill in the form below and we will get back to you as soon as possible.

The guidance and/or advice contaned within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

IP Wealth Management is registered in the UK under company registration no. 08244150.

IP Wealth Management Limited is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited is entered on the FCA register under reference 440703 and 440718.

By clicking on one of these links you are departing from the regulatory site of IP Wealth Management Ltd. Neither IP Wealth Management Ltd nor Intrinsic is responsible for the accuracy of the information contained within the linked site.